Estate Planning Bundle Includes:

• $50

  Cybersecurity & Generative AI: Legal Risks and Risk Mitigation

  General Credits: 1

  Cybersecurity and artificial intelligence are now among the most significant risk considerations facing modern organizations, and Generative Artificial Intelligence (GenAI) is rapidly transforming legal practice. While these technologies offer substantial efficiencies and strategic advantages, thei...

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• $50

  Mastering Offshore Asset Protection Planning

  General Credits: 1

  This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, re...

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• $50

  The Attorney’s Guide to Strategic Trust Planning

  General Credits: 1

  This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives...

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• $50

  AI Governance: Privacy, Bias, and Emerging Regulation

  General Credits: 1

  This CLE program offers a clear, current overview of the rapidly developing landscape of AI governance in the United States. Attendees will examine how existing privacy laws apply to emerging AI technologies, how states are confronting bias and discrimination risks, and what legal responses are tak...

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• $50

  Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance

  General Credits: 1

  As artificial intelligence tools become more deeply embedded in legal practice, law firms must develop practical systems to manage both the opportunities and the risks they present. This CLE program offers a structured framework for building and implementing internal AI governance policies. Par...

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• $50

  Ghosts in the Machine: Navigating the AI Ethics Frontier

  Ethics Credits: 1

  Artificial Intelligence has moved from a "novelty" to a "standard of care" requirement. This CLE course provides an essential update for practitioners on the rapidly evolving ethical obligations surrounding generative and agentic AI. We will move beyond the basics of "don’t hallucinate" to explore...

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• $100

  Raising the Bar on Mental and Emotional Well Being in the Legal Profession

  Ethics Credits: 2

  In the high-stakes world of law, stress is often seen as an inevitable part of the job. This CLE course invites legal professionals to pause, reflect, and explore practical ways to reduce stress and cultivate a more balanced life. Through engaging discussions and real-world scenarios, participa...

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• $50

  Regulate, Respond, and Resilience: Trauma-Informed Strategies for Attorneys

  Ethics Credits: 1

  The legal profession is inherently high-stress, often exposing attorneys and staff to significant personal and vicarious trauma, which can compromise well-being, team dynamics, and overall firm competence. This CLE course moves beyond individual coping to focus on organizational and leadership stra...

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• $50

  Burnout, Motivation, and Long-Term Sustainability in Legal Practice

  General Credits: 1

  The legal profession is demanding, high-stakes, and often defined by long hours, billable targets, and rigorous performance metrics. While these pressures can drive achievement, they can also erode the sense of purpose that initially inspired lawyers to enter the field. This CLE course explores the...

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• $50

  Navigating FinCEN’s New Rule on Residential Real Estate Transactions

  General Credits: 1

  This CLE program provides a practical and timely analysis of FinCEN’s new residential real estate reporting rule and its implications for attorneys involved in real estate transactions. The rule represents a significant expansion of federal anti-money laundering oversight into the residential real...

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• $50

  Protecting Vulnerable Plaintiffs: Special Needs Trusts, Public Benefits, and Settlement Planning

  General Credits: 1

  When representing plaintiffs who are vulnerable due to disability, age, or other factors, careful planning is critical to ensure that their settlement funds are protected and their eligibility for public benefits is preserved. This CLE course provides a comprehensive overview of the legal tools and...

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• $50

  Lawyer, Tool, or Machine: Evolving Ethical Responsibility in the AI Age

  Ethics Credits: 1

  This CLE program explores how artificial intelligence, both generative and agentic, is reshaping legal practice and triggering new ethical challenges. This session offers practical guidance on using AI in a manner consistent with professional and ethical obligations. Participants will examine ethic...

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• $50

  Uncovering Implicit Bias in the Legal Profession: How to Identify and Combat It

  Equity/Diversity Credits: 1

  Implicit bias exists in every profession, and the legal field is no exception. This practical and thought-provoking CLE program is designed to help attorneys recognize how unconscious associations can influence workplace dynamics, professional interactions, and outcomes in the practice of law. P...

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• $100

  The Use of Trusts in Government Benefits Planning

  General Credits: 2

  This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care plann...

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• $50

  Fueling Legal Growth with AI and Analytics

  General Credits: 1

  As artificial intelligence transforms the legal landscape, attorneys must navigate how to adopt these tools responsibly while enhancing client service and operational efficiency. This CLE course explores how generative AI and legal spend analytics can be strategically integrated into legal workflow...

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• $50

  Planning With Purpose: Legal Insights into Charitable Giving

  General Credits: 1

  Charitable giving is an increasingly important element of modern estate planning, and attorneys must be prepared to guide clients through the full range of available options. This CLE program will examine how to incorporate philanthropic goals into estate plans using a variety of strategies, from s...

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• $100

  Asset Protection Strategy: Advantages and Pitfalls of Using Trusts, LLC's and other Techniques

  General Credits: 2

  This CLE program will provide an overview of asset protection techniques. We will examine how various traditional estate planning techniques provide protection from creditors including the protection afforded by assets titled as tenants by the entirety; the protections provided using life insuranc...

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• $100

  Best Practices on Retainers and Collections with Clients and Ethics Rules

  General Credits: 1

  Ethics Credits: 1

  Billing, retainers, and collections are central to law practice management but can also be a source of conflict and ethical risk. This CLE program will provide attorneys with practical guidance on drafting engagement agreements, setting billing practices, and handling late payments while maintainin...

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• $50

  Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act

  General Credits: 1

  This CLE program explores the intersection of estate planning and real estate law, focusing on the implications of the due-on-sale clause in the context of transferring real property to revocable trusts, irrevocable trusts, and limited liability companies (LLCs). The due-on-sale clause—commonly fou...

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• $50

  Ethical Use of Social Media in One's Legal Practice

  Ethics Credits: 1

  This CLE course will explore some of the major traps that Lawyers and Law Firms face when using the various social media platforms that permeate the world as we know it. The course will in addition to identifying those traps outline best practices one can utilized to avoid the traps before they are...

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• $50

  Offshore Asset Protection Planning

  General Credits: 1

  This CLE course offers a clear, practical introduction to offshore asset protection planning. Attendees will learn how to structure trusts and entities, select the right jurisdictions, and navigate U.S. compliance requirements. The material is broken down into straightforward, tangible guidance...

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• $50

  Cybersecurity, Data Protection and AI Ethics: Identifying and Avoiding Common Pitfalls

  Ethics Credits: 1

  This CLE course explores the current cybersecurity risk landscape in the context of the ABA Model Rules on maintaining competency. It examines how technology affects the security and privacy of client communications, information management, billing, and the supervision of law firm personnel. The co...

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• $50

  Internet and Sports Gambling: A “Secret” Addiction No More

  Ethics Credits: 1

  The statistics are compelling and clearly indicate that 1 out of 3 attorneys will likely have a need for substance use or mental health services at some point in their careers. What about that “other” addiction – Gambling? In 2018, the United States Supreme Court, in Murphy Vs. NCAA, held that sp...

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• $50

  Beyond the Law: Creative Problem-Solving for Attorneys

  General Credits: 1

  In the fast-paced, ever-evolving legal landscape, lawyers must go beyond traditional litigation and advisory roles to become strategic problem solvers. This CLE program will equip attorneys with the tools, techniques, and mindset necessary to tackle complex challenges in a creative and client-centr...

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• $50

  A Lawyer's Guide To Mental Fitness

  Ethics Credits: 1

  This CLE course provides attorneys with a targeted framework to address mental health challenges unique to the legal profession, fostering resilience and emotional well-being in high-pressure environments. Designed specifically for lawyers, this practical session focuses on building mental health s...

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• $50

  AI, Cybersecurity and Privacy: What Attorneys Need to Know About Emerging ISO Standards

  General Credits: 1

  Artificial intelligence (AI) is increasingly embedded in enterprise and public-sector systems. The legal community must understand the emerging standards that govern AI cybersecurity and privacy. This CLE session introduces attorneys to ISO/IEC 27090 and ISO/IEC 27091—two draft international sta...

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• $100

  Trust Protectors: The Good, The Bad and The Ugly

  General Credits: 2

  This CLE course will provide a detailed analysis of the use of Trust Protectors nationally, and an overview of states that provide statutory authority for same. In this session, you will learn: Why should you use Trust Protectors? Why should you not use Trust Protectors? What powers are typica...

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• $50

  The Probate Process from Start to Finish

  General Credits: 1

  This CLE course provides a comprehensive overview of the probate process and the legal handling of a decedent’s estate. Attendees will learn how to open an estate, navigate disputes, and close proceedings efficiently. The course also includes strategies for avoiding probate altogether, including us...

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• $50

  10 Mistakes to Avoid When Working with Asset Protection Trusts

  General Credits: 1

  10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecti...

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• $50

  Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

  General Credits: 1

  If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorney...

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• $50

  Best Practices In The Use of Trusts

  General Credits: 1

  This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the a...

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• $50

  Estate Planning for the Cognitively Impaired

  General Credits: 1

  This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to asse...

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• $50

  A Deep Dive into Trusts: What You Need to Be Aware Of

  General Credits: 1

  Unlock the power of trusts in estate planning with this comprehensive CLE course. Designed for attorneys advising clients on asset management, wealth preservation, and legacy planning, this presentation explores the essential role trusts play in providing financial security, minimizing family dispu...

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• $100

  Selective Ethics in Litigation from the Plaintiff's Perspective

  Ethics Credits: 2

  This CLE course will focus on the ethical obligations that govern counsel in litigated matters and the boundaries that must be respected to ensure compliance with professional standards. Panelists will explore the ethical rules that shape an attorney’s responsibilities when representing a client an...

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• $150

  Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers

  General Credits: 3

  Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with...

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• $50

  Staying Ethical Under Fire: Navigating Immigration Practice Today

  Ethics Credits: 1

  Immigrants need zealous representation now more than ever. But even in high-pressure environments, ethical boundaries remain. This CLE course explores the limits of zealous advocacy and offers practical guidance for avoiding common ethical pitfalls in today's immigration practice. In this course,...

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• $50

  Where Are We Now: DEI in Today’s Legal Landscape

  Equity/Diversity Credits: 1

  The legal profession stands at a critical juncture as it grapples with the rapidly changing dynamics of Diversity, Equity, and Inclusion (DEI). This CLE course offers a comprehensive examination of how DEI initiatives are being reevaluated and reshaped in light of the U.S. Supreme Court’s recent de...

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